See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,620 | $77,503-17.9% | $100,391-36.6% | $80,856-21.3% |
| Participation rate | 92.8% | 76.9%+15.8pp | 81.5%+11.3pp | 67.6%+25.1pp |
| Annual return | 16.97% | 37.20%-20.2pp | 49.20%-32.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,088 | $2,801-25.4% | $3,942-47.0% | $2,755-24.2% |
| Participant deferral / active EE | $15,602 | $6,820+128.8% | $8,082+93.1% | $4,296+263.2% |
| Admin fee / account holder | $18 | $5,897-99.7% | $7,899-99.8% | $6,918-99.7% |